Position in AR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$13,708
+$4,818 QoQ
Shares Held
323
+25.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Legacy Wealth Managment, LLC/ID holds $763,813 across 5 Oil & Gas E&P names.
All Filings in AR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,708 | 323 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,890 | 258 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,658 | 258 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,271 | 255 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,139 | 226 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $7,781 | 222 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,730 | 200 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||